Accountant for Business Brokers Melbourne — Tax Planning for Your Practice and Your Clients

Buying or selling a business is the single biggest financial transaction most business owners ever make — and it’s the single biggest tax event of their lives. The accountant in that room matters enormously. If your clients don’t have the right advice, they hand back a significant portion of what they worked years to build.

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★★★★★ 83 5-Star Google Reviews | Led by Mina Baselyous, CPA + Chartered Tax Advisor | Registered Tax Agent

The Tax Challenges Specific to Business Brokers

Commission income is deal-dependent — Revenue arrives in lumps tied to settlements. Tax planning needs to account for feast-and-famine cycles, not assume consistent monthly income.
High-value deals push you into the top tax bracket — A strong year with several large settlements can create a significant tax liability if there’s no planning in place.
Business structure hasn’t kept pace with growth — Many brokers start as sole traders and never restructure as their income scales. The wrong structure is quietly costly every year.
Your own business is a saleable asset — Your client book, your brand, your systems — they have value. How the business is held and structured affects what you net when you eventually exit.

What We Do for Business Brokers

Business Structure Optimisation

We assess your current operating structure and recommend the right combination — trust, company, or hybrid — that minimises tax on commission income and protects the value you’re building.

Income Smoothing Across Settlement Cycles

We plan around your deal cycle — timing deductions, contributions, and distributions to prevent large tax spikes in settlement-heavy years.

Exit Planning for Your Own Business

When the time comes to sell your brokerage or retire from the industry, the structure you have in place determines what you net. We plan for this well in advance — not in the week before you sign a sale agreement.

Family Trust and Income Splitting

We use family trust structures to distribute income to lower-income family members — reducing the overall tax rate on your brokerage income significantly.

For Your Vendor and Buyer Clients — The Accountant Who Changes the Outcome

Buying or selling a business without the right accountant is one of the most expensive mistakes a business owner can make. The tax on a business sale — without proper structuring — can be enormous. With the right advice, it can be managed, deferred, or significantly reduced.

For your vendor clients:

CGT planning — using the 50% discount, the small business CGT concessions (15-year exemption, retirement exemption, rollover relief), and timing the sale correctly
Structure review before listing — the entity the business is held in affects which concessions are available
Asset vs. share sale implications — the tax treatment differs significantly and needs to be understood before negotiation

For your buyer clients:

Structure advice — what entity to purchase into, and why it matters for future tax and asset protection
Due diligence support — identifying tax risks in the target business before the deal is done
Finance structure coordination — working alongside their lender to ensure the acquisition structure is coherent

When you introduce a client to us at the right stage — ideally before the deal is too far along — we can make a material difference to the outcome.

What Our Clients Say

“Couldn’t ask for anything more from Mina and his associates. Helped us buy our first business and continues to advise and assist us at all times, not just EOFY.” — Arthur Bendeli

“As a commercial lawyer, I have had the opportunity to work with many accountants, but Mina and his team truly stand out. Their thoroughness and exceptional communication skills made our recent collaboration an absolute success.” — Vinu Kumar, Commercial Lawyer

“I have no hesitation to refer clients to Mina — he is knowledgeable and strategic with his advice.” — Julian Barclay

Frequently Asked Questions

When should my vendor clients speak to you?
Ideally 12–24 months before they plan to sell. The small business CGT concessions have eligibility conditions that take time to satisfy. The earlier we’re involved, the more options are available.

What are the small business CGT concessions?
There are four: the 15-year exemption (tax-free if you’ve held the business for 15+ years and are retiring), the 50% active asset reduction, the retirement exemption (up to $500K tax-free into super), and the rollover relief. Which ones apply depends on the structure and the owner’s situation.

Asset sale vs. share sale — what’s the difference?
In an asset sale, the buyer acquires specific assets and the seller pays tax on the gain. In a share sale, the buyer acquires the company and the seller may access the CGT discount. The tax implications differ significantly for both parties and should be negotiated with this in mind.

How does the referral process work?
A warm introduction via email works perfectly. We take it from there, act professionally, and treat every referral as a reflection of your reputation with that client.

Ready to Work Together?

Whether it’s improving your own business structure, or building a referral partnership for your vendor and buyer clients — let’s start with a conversation.